depends on the rest of your portfolio and what the outlook you have from the point you take your initial 10% out.

The approach I have decided on is to take out a fixed portion each year AFTER POET hits $20. That fixed portion would then be invested in dividend stocks to generate income. The fixed portion each year would become a declining % each year as the value of POET rises. This all assumes that there are no negatives associated with POET's future outlook. If the projections of this Board pan out 3-4 yeras out I would likely revisit this thinking as POET would then dominate my portfolio and I would look at ways to diversify.